Ralph Adamo, Founder and CEO of Integrity Wealth Management, addressed a group of investors at the 5th Annual Economic Summit, hosted by his firm at The Island Hotel in Newport Beach. Global uncertainty brought on by the recent upheaval in financial markets, and the U.S. government's attempt to restore investor confidence by acquiring perhaps a trillion dollars or more of non-performing assets, has investors confused about the financial future. Ralph Adamo put events into perspective with a historical review of stock market performance, through good markets and bad, dating back to the early twentieth century. He stressed the American economy's historical resilience and reviewed what investors needed to do, and what not to do, to survive and prosper in an era of financial turbulence.
"Wealth management is not just asset management, we need to pay special attention to managing liabilities, and other unforeseen exposures, making sure that risk is in line with a family's multi-generational legacy plan, especially in times like these," said Ralph Adamo. "First we eliminate dangers, both known and unknown, then our approach is to maximize opportunities"¦in the process restoring confidence that, while markets will always fluctuate, a sound plan with diversity among asset classes and careful monitoring will achieve a client's goals and personal objectives," he said.
For over 23 years Ralph Adamo has helped successful executives, entrepreneurs and professionals turn their financial success into far greater significance with a lifelong personalized plan. He is a registered representative at FSC Securities Corporation, which is a member of FINRA and SIPC. In the five years since Integrity Wealth Management was formed, Adamo has worked intensively with his team of professionals to create a proprietary 125 step process that is used to create what he calls a "legacy manuscript." The legacy manuscript treats the family as a multi-generational enterprise, putting in place a highly individualized strategic plan to help clients and their families achieve their financial and non-financial objectives. One of the prime benefits of such a plan is to focus thinking on the long term, minimizing the untoward, short term emotional effects of market disruption. In times like this, says Adamo, investors find strength in having a plan and a process that continually harmonizes tactics with changing market conditions while remaining faithful to overarching financial objectives.
Integrity Wealth Management is located at 3991 MacArthur Bld., Suite 215, Newport Beach, California 92660. For information visit www.integrityiwm.com or call Ralph Adamo at 949-955-1188 to schedule a no obligation meeting.